Sales Agent Analytics

Most AI appointment setter reporting stops shallow… doing just enough to make a pretty dashboard that doesn’t help you do anything useful. Messages sent, messages received, maybe a booking count if you are lucky. CloseBot has strong analytics at its core.

Built for More than a Pretty Demo, Analytics for Scale

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Independent research, not CloseBot figures. New customers and profit: McKinsey customer-analytics survey (2014). Lead response: Harvard Business Review, 2,241 US companies (2011).

Make Data Driven Improvements

Other platforms leave you guessing because they aren't focused on conversational AI. CloseBot analytics leaves you informed.

Persona A/B Testing Run two personas head to head and let the numbers pick the winner.
Lead Scoring Every point your bot awards, on the signals you define.
Sentiment Scores How your leads actually feel in conversation, scored 0 to 100.
Custom Reports 25 metrics, segmented by channel, flow, tool or persona.
Explore analytics features
How much is it to add analytics to my plan?

Analytics pricing can be found on the pricing page. It varies depending on your business plan message volume and static at $397 on the agency plan (added to the base plan cost).

Do I need an add-on to use CloseBot analytics?

Basic reports, dashboards and charts are part of the platform, but Persona A/B Testing, Lead Scoring and Sentiment Scores all require the paid Analytics Add-On. Some dashboard templates are locked until you have the paid analytics add-on.

What is Persona A/B Testing?

It is a way to see which persona actually produces better outcomes, whether that means happier leads or more bookings, rather than guessing which one sounds better.

How many dashboards can I put in one report?

Unlimited. Add a new dashboard to any report by clicking the "+" next to the dashboard tabs.

Do I have to build every dashboard from scratch?

No. When you create a dashboard you can start from scratch or start from one of our templates. Some templates are locked if you do not have the Analytics Add-On.

Is it fast to load?

Yes. Reporting data is pulled from a snapshot of the real data, which is optimized for fast loading speed.

Who can edit our reports?

The primary account owner can modify any report. Team members can only modify reports they created themselves.

What chart types can I use?

Several, so you can see your data in whatever format reads best, and each chart type has its own extra display settings to fine-tune how it looks. Heatmaps, KPIs, line and area charts, bar charts, topics charts and more!

What metrics can I report on?

There are many, covering message volume, contacts, lead score, bookings, AI spend and billed cost, followups, sentiment, tool uses, topics, knowledge base usage and website traffic. The full list is in our Report Metrics article and the list is growing!

Can I build a metric that CloseBot doesn't have out of the box?

Yes. Use the Formula metric to combine existing metrics into your own, for example AI Replies per Contact.

What is segmenting and why does it matter?

Segmenting breaks a single metric out across every value of a filter at once, so instead of one flat number you see the comparison. AI Spend segmented by channel, for example, shows you exactly where the cost is going.

What are sentiment scores?

Sentiment scoring reads how your leads actually feel in conversation and scores it, so you can track engagement quality instead of just message counts. It is available with the Analytics Add-On.

Can I build dashboards without clicking through the UI with my AI Assistant?

Yes. All of these functions are available via our API, so you can have your AI agents set up your dashboards for you.

Can I track what my AI is costing me?

Yes. AI Spend, Billed Cost, AI Response Segments and Wallet Balance are all reportable metrics, and Billed Cost matches your invoice line for line.

Can analytics tell me which knowledge base documents are actually being used?

Yes. Knowledge Base Reference Count shows how often your bot reached into your knowledge base, and Documents Referenced shows which documents are earning their keep.